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Madison Wealth Management

EST. AUM
$1,123,859,860

CONTACTS
9

CLIENT ACCOUNTS
2,495

Firm Details

Metro area Cincinnati
CRD Number 111728
Website mai.capital
Client types

Overview

Madison works closely and confidentially with individuals, multi-generational families, business owners, and charitable foundations as an independent, fee-only advisor and fiduciary. The firm is employee-owned with a credentialed team of dedicated fiduciary investment advisors. They place their team at the center of a customized plan, diligently working with clients and coordinating with other trusted advisors, attorneys, tax advisors, and insurance advisors to deliver in-depth and ongoing wealth management services. With offices in Cincinnati, Northern Virginia, and Washington, DC, they manage portfolios ranging from $1 million to $25 million on behalf of their clients. *Acquired by MAI Capital in Jan 2024

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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